Vice President, Client Relationship Manager

Jobtailor; Deutschland; Vor Ort; EUR 90.000 - 130.000; Vollzeit

Zusammenfassung

Jobtailor is seeking a Senior Wealth Manager to serve as the primary contact for a distinguished client base in Germany. You will anticipate needs, address inquiries, and cultivate relationships through superior service and timely follow-up.

You will prepare presentations, collect documents for analyses, coordinate investments, and execute trades under guidance. Build knowledge of investment strategies and uphold compliance while scheduling client meetings and documenting activities.

Qualifikationen

• Bachelor’s degree required.
• 2+ years in wealth management or related field.
• 2+ years in a client-facing role.
• CFP certification required.

Aufgaben

• Serve as main contact for the Senior Wealth Manager’s client base and build deep client relationships.
• Prepare information and presentations for meetings, gathering financial, investment, and tax documents and creating materials.
• Coordinate deployment of investments for new client allocations and portfolio rebalances.
• Execute and reconcile trades as directed by the Senior Wealth Manager.
• Address client cash management needs to ensure funds for investment requirements.
• Maintain in-depth knowledge of investment strategies and ensure compliance with policies.
• Set prospective and existing client appointments for the Senior Wealth Manager.
• Log call/meeting notes and track daily tasks in the CRM.
• Prepare reports and materials for client reviews.

Kenntnisse

Client-facing

Relationship management

Financial analysis

Communication skills

Ausbildung

Bachelor's degree

Jobbeschreibung

Responsibilities

• Serve as the main point of contact for the Senior Wealth Manager’s client base; anticipate client needs, address and resolve client questions or inquiries, and cultivate deep relationships through superior client service and follow-up.
• Prepare information and presentations for prospective and existing client meetings, including collection of financial, investment, and tax‑related documents, completing financial analyses, and creating presentation and proposal materials.
• Coordinate deployment of investments for new client allocations and portfolio rebalances.
• Execute and reconcile trades as directed by the Senior Wealth Manager.
• Address client cash management needs to ensure sufficient funds for investment requirements.
• Maintain in‑depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies.
• Set prospective and existing client appointments for the Senior Wealth Manager.
• Log call/meeting notes and track completion of daily tasks in the firm’s relationship management system.
• Prepare reports and materials for client reviews.

Requirements

• Bachelor’s degree
• 2+ years of experience in the wealth management industry or related field
• 2+ years of experience in a client‑facing capacity
• CFP certification